Educational Policy Improvement Center FY2020 filing

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Our mission is to make education work for all students. We see a future where readiness and success are defined by students' engagement, adaptability, and what they can DO with their knowledge rather than content mastery and testing alone. We want to be a creative catalyst inspiring, equipping, and linking schools to create this future.

501(c)(3) charity; gifts are tax-deductible.
60¢ of each $1 spent went to programs.
$755K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average deficit $135K a year · 3% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
60%
of spending
Worth a look: 60% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$755K
to officers and key staff · 15% of spending
Looks good: pay to officers and key staff is 15% of spending; 15% or less.
Pt VII · Sec A
8 mo
of spending, in cash
Looks good: 7.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $282K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.1M
24% of total assets
Looks good: liabilities are 24% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$5.5M
Spent
$5.1M
To programs
60%
Net assets
$3.6M
By yearFY2020–FY2025
Revenue
$5.5M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$5.5M
FY2021$5.1M
FY2022$4.6M
FY2023$5.4M
FY2024$4.6M
FY2025$5.1M
Expenses
$5.1M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$5.1M
FY2021$4.6M
FY2022$5.5M
FY2023$5.8M
FY2024$5.2M
FY2025$4.9M
Net assets
$3.6M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$3.6M
FY2021$4.0M
FY2022$3.1M
FY2023$2.6M
FY2024$2.1M
FY2025$2.3M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 2003.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

60 cents of each dollar spent went to programs.

Program services 60% · $3.0M Management & general 40% · $2.0M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990; $755K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Executive Dir.
$237,363Pt VII · Sec A
$155,019Pt VII · Sec A
Fiscal Director
$151,009Pt VII · Sec A
$108,487Pt VII · Sec A
Regional Director
$103,256Pt VII · Sec A
Board President
$0Pt VII · Sec A
Board President
$0Pt VII · Sec A
Board Treasurer
$0Pt VII · Sec A

Matthew Coleman’s $439K as Chief Executive Director is at the 99th percentile of top reported officer pay among 3395 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Matthew Coleman$438,929$419,188$258,354$245,720$242,405$237,363
Tara Cooper$284,882$250,795$211,969———
John Sharp$180,728$181,217$140,377$116,764$112,474$103,256
Kristine Chadwick———$179,017$175,961$155,019
Manuel Colon$171,674$149,945————
Elise Kuykendall$163,772$156,749$130,530———
Jeanne Wolfe———$91,602$146,821$151,009
Brandi Kujala-Peterson——$126,142$118,064$112,149$108,487

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Educational Policy Improvement Center executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Inspiring schools to equip students for success through engagement and adaptability, not just testing.

Questions for Educational Policy Improvement Center

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1 program · $3.0M · in their own filed words · FY2019
01

The following illustrate the range of projects undertaken and clients served:Orange County Department of Education (OCDE) - Multi-tiered Systems of Support: Inflexion partners with OCDE in support of scaling Multi-Tiered Systems of Support (MTSS), a comprehensive framework that aligns academic, behavioral, and social-emotional learning…

$3.0Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2022
Total grants receivedfrom 1 funder$282K
Grants paid · 3 grants · $21K · 2021–2022
USC Rossier School of EducationCA · FY2022$7,500
USC Rossier School of EducatiCA · FY2021$7,150
Individual RecipientFY2021$5,936

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$5.5M
Ln 12
Fees for servicesLn 2g$4.6M
Gifts and grantsLn 1h$956K
Other incomeLn 4–11$15K
Money outPt IX
$5.1M
Ln 25
Programscol B$3.0M
Managementcol C$2.0M
Owns and owesPt X
$3.6M
net assets · Ln 32
Cash and savingsLn 1–2$3.3M
Total assetsLn 16$4.7M
LiabilitiesLn 26$1.1M
PeoplePt VI, VII
10
listed · VII A
PaidVII A5
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$956K
Government grantsLn 1e$806K
Fees for servicesLn 2g$4.6M
Investment incomeLn 3$11K
Other incomeLn 4–11$15K
Gains on assetsLn 7−$46K
Total revenueLn 12$5.5M
Assets in detailPt X, end of year
CashLn 1$559K
SavingsLn 2$2.7M
Cash and savings togetherLn 1–2$3.3M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$69K
Other assetsLn 15$484K
Total assetsLn 16$4.7M
LiabilitiesLn 26$1.1M
Net assetsLn 32$3.6M
OperationsPt I, VI
EmployeesI 554
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$2.0M$3.3M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$98K$69K
Total assetsLn 16$3.6M$4.7M
LiabilitiesLn 26$911K$1.1M
Net assetsLn 32$2.7M$3.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$967K$429K$538K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$1.7M$912K$776K
Pension plan contributionsLn 8$126K$68K$58K
Other employee benefitsLn 9$209K$113K$96K
Payroll taxesLn 10$218K$117K$100K
Management feesLn 11a$0
Legal feesLn 11b$2K$2K
Accounting feesLn 11c$3K$3K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$1.1M$936K$192K
Advertising and promotionLn 12$0
Office expensesLn 13$9K$5K$4K
Information technologyLn 14$53K$28K$24K
RoyaltiesLn 15$78K$78K
OccupancyLn 16$300K$162K$138K
TravelLn 17$137K$102K$36K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$64K$42K$22K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$18K$9K$8K
InsuranceLn 23$17K$9K$8K
Other expenses (24a–d)Ln 24$47K$17K$30K
All other expensesLn 24e$7K$4K$2K
Total functional expensesLn 25$5.1M$3.0M$2.0M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS May 14, 2026 $5.1M$4.9M$206K$2.3M 990 PDF
FY2024Filed with the IRS Apr 3, 2025 $4.6M$5.2M−$554K$2.1M 990 PDF
FY2023Filed with the IRS Apr 9, 2024 $5.4M$5.8M−$415K$2.6M 990 PDF
FY2022Filed with the IRS May 15, 2023 $4.6M$5.5M−$943K$3.1M 990 PDF
FY2021Filed with the IRS Apr 4, 2022 $5.1M$4.6M$420K$4.0M 990 PDF
FY2020 ViewingFiled with the IRS Feb 20, 2021 $5.5M$5.1M$478K$3.6M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $5,548,838 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $778,967$955,880
I-9 Program service revenuePrior year $4,304,191$4,578,392
I-10 Investment incomePrior year $10,208−$35,459
I-11 Other revenue$50,025
I-12 Total revenuePrior year $5,093,366$5,548,838
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $2,986,080$3,208,425
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,920,645$1,862,501
I-18 Total expensesPrior year $4,906,725$5,070,926
I-19 Revenue less expensesPrior year $186,641$477,912
Part VI · Governance 4 of 4 board members independent, no flags
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $5,548,838 across 11 lines filed
VIII-1e Government grants$805,880
VIII-1f All other contributions, gifts and grants$150,000
VIII-1h Total contributions, gifts and grants$955,880
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,578,392$4,578,392
VIII-3 Investment incomeExcluded from tax $10,584$10,584
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$46,043−$46,043
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $50,025$50,025
VIII-12 Total revenueRelated to mission $4,628,417 · Excluded from tax −$35,459$5,548,838
Part IX · Statement of functional expenses $5,070,926 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $429,195 · Management $538,105$967,300
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $911,523 · Management $776,483$1,688,006
IX-8 Pension plan contributionsPrograms $68,263 · Management $58,150$126,413
IX-9 Other employee benefitsPrograms $112,945 · Management $96,213$209,158
IX-10 Payroll taxesPrograms $117,476 · Management $100,072$217,548
IX-11a Management fees$0
IX-11b Legal feesManagement $1,869$1,869
IX-11c Accounting feesManagement $3,088$3,088
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $936,343 · Management $191,781$1,128,124
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $5,042 · Management $4,295$9,337
IX-14 Information technologyPrograms $28,356 · Management $24,155$52,511
IX-15 RoyaltiesPrograms $78,171$78,171
IX-16 OccupancyPrograms $161,899 · Management $137,914$299,813
IX-17 TravelPrograms $101,649 · Management $35,715$137,364
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $41,974 · Management $22,020$63,994
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $9,498 · Management $8,091$17,589
IX-23 InsurancePrograms $9,080 · Management $7,735$16,815
IX-24 Other expenses (24a–d)Programs $17,400 · Management $29,745$47,145
IX-24e All other expensesPrograms $4,368 · Management $2,313$6,681
IX-25 Total functional expensesPrograms $3,033,182 · Management $2,037,744 · Fundraising $0$5,070,926
Part X · Balance sheet $4,703,413 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $251,582$558,815
X-2 Savings and temporary cash investmentsStart of year $1,765,793$2,739,518
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $858,352$755,109
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $105,510$97,610
X-10c Land, buildings and equipment, netStart of year $97,602$68,517
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $493,357$483,844
X-16 Total assetsStart of year $3,572,196$4,703,413
X-17 Accounts payable and accrued expensesStart of year $338,571$483,783
X-19 Deferred revenueStart of year $79,272$79,272
X-25 Other liabilitiesStart of year $493,357$483,844
X-26 Total liabilitiesStart of year $911,200$1,118,492
X-27 Net assets without donor restrictionsStart of year $2,660,996$3,584,921
X-32 Total net assets or fund balancesStart of year $2,660,996$3,584,921
X-33 Total liabilities and net assetsStart of year $3,572,196$4,703,413
Part XI · Reconciliation of net assets $3,584,921 net assets at year end
XI-1 Total revenue$5,548,838
XI-2 Total expenses$5,070,926
XI-3 Revenue less expenses$477,912
XI-4 Net assets at start of year$2,660,996
XI-9 Other changes in net assets$446,013
XI-10 Net assets at end of year$3,584,921

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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